Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517B
AUM Growth
+$65.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$922M
3
+$815M
4
ICE icon
Intercontinental Exchange
ICE
+$731M
5
PARA
Paramount Global Class B
PARA
+$691M

Top Sells

1
+$2.32B
2
+$966M
3
+$630M
4
SHOP icon
Shopify
SHOP
+$427M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$425M

Sector Composition

1 Technology 20.02%
2 Healthcare 10.48%
3 Consumer Discretionary 9.26%
4 Communication Services 8.33%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4101
$969K ﹤0.01%
43,478
+16,486
4102
$968K ﹤0.01%
9,827
-6,993
4103
$965K ﹤0.01%
104,837
-4,734
4104
$963K ﹤0.01%
20,058
-61,203
4105
$963K ﹤0.01%
64,857
-88,074
4106
$962K ﹤0.01%
17,957
-8
4107
$958K ﹤0.01%
246,335
+241,648
4108
$957K ﹤0.01%
514,692
-518,054
4109
$955K ﹤0.01%
48,899
-2,448
4110
$950K ﹤0.01%
7,605
-334
4111
$948K ﹤0.01%
51,655
+44,299
4112
$948K ﹤0.01%
55,304
-47,110
4113
$946K ﹤0.01%
35,861
+1,397
4114
$946K ﹤0.01%
83,302
+9,817
4115
$946K ﹤0.01%
34,267
-2,934
4116
$944K ﹤0.01%
1,185,613
+389,356
4117
$941K ﹤0.01%
19,723
+12,187
4118
$941K ﹤0.01%
967,246
+594,569
4119
$940K ﹤0.01%
35,331
-1,675
4120
$938K ﹤0.01%
88,055
+19,551
4121
$937K ﹤0.01%
3,053
-3,576
4122
$934K ﹤0.01%
37,089
+2,077
4123
$931K ﹤0.01%
13,607
-718
4124
$931K ﹤0.01%
20,776
+4,478
4125
$930K ﹤0.01%
36,365
+1,475
163 164
165
166 167